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Cornerstone Wealth Management’s Old Republic International ORI Stock Holding History

Cornerstone Wealth Management’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-162,798
Closed -$8.31M – 911
2018
Q3 		$8.31M Buy
162,798
+88,969
+121% +$1.92M 0.1% 204
2018
Q2 		$3.71M Buy
+73,829
New +$1.55M 0.04% 384

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's ORI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Old Republic International (ORI) in Q4 2018, closing a stake of 162,798 shares — an estimated $8.31M sold.

Cornerstone Wealth Management first reported a position in ORI in Q2 2018 and held it in 2 quarters. The position peaked at $8.31M in Q3 2018. 419 funds tracked by Wall St. Rank hold ORI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Old Republic International position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 162,798 Old Republic International shares in Q4 2018, an estimated $8.31M.
  • Cornerstone Wealth Management first reported a position in Old Republic International in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Old Republic International position peaked at $8.31M in Q3 2018.
  • 419 funds tracked by Wall St. Rank held Old Republic International as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.